Producer
Position Summary
The Employee Benefits Producer is responsible for driving new business development and revenue growth across the Southeast region. This role focuses on building strong local relationships, developing a consistent pipeline of opportunities, and delivering strategic employee benefits solutions to mid-market and large employers.
The Producer operates as a consultative advisor, partnering with clients to design cost-effective and competitive benefits programs while leveraging the firm's brokerage and consulting resources. Success in this role requires a strong regional network, entrepreneurial mindset, and deep understanding of the Southeast marketplace.
Key Responsibilities
Business Development & Regional Growth
- Develop and execute a regional sales strategy focused on the Southeast market (e.g., FL, GA, NC, SC, TN, AL)
- Identify and close new business opportunities across target client segments
- Build a strong pipeline through networking, centers of influence (CPAs, attorneys), industry events, and local market engagement
- Achieve or exceed annual new revenue goals
Relationship Development
- Leverage existing relationships and build new connections within the Southeast business community
- Establish trusted advisor relationships with HR leaders, CFOs, and executive stakeholders
- Maintain high visibility in local and regional organizations, associations, and networking groups
Consultative Sales & Solutions
- Evaluate client needs and deliver tailored benefits strategies, including:
- Medical, dental, vision
- Life, disability, and voluntary benefits
- Self-funded, level-funded, and alternative funding arrangements
- Partner with internal teams (analytics, underwriting, compliance) to design competitive solutions
- Deliver compelling presentations and negotiate with carriers on behalf of clients
Client Stewardship & Retention Support
- Partner with account management and service teams to ensure a seamless client experience
- Support renewal strategy and identify opportunities for account expansion
- Maintain ongoing client engagement to strengthen retention and drive cross-sell
Market & Carrier Engagement
- Develop strong relationships with regional and national carriers operating in the Southeast
- Stay informed on state-specific regulations, market trends, and pricing dynamics
- Represent the firm at regional conferences, trade groups, and industry events
Qualifications
Experience
- 5-12+ years of experience in employee benefits brokerage, consulting, or insurance sales
- Proven success selling into mid-market and/or large group clients
- Strong network and market presence within the Southeast region
Education & Credentials
- Bachelor's degree preferred
- Active Life & Health insurance license (or ability to obtain in multiple Southeast states)
- Industry designations (CEBS, RHU, REBC) are a plus
Core Competencies
- Strong prospecting and business development skills
- Relationship-driven sales approach
- Deep understanding of Southeast business culture and market dynamics
- Excellent communication and presentation abilities
- Self-starter with an entrepreneurial mindset
- Ability to collaborate across a multi-disciplinary team
Preferred Experience
- Existing book of business or portable relationships in the Southeast
- Experience with self-funded and alternative funding strategies
- Background working with industries prevalent in the region (healthcare, manufacturing, education, public sector, etc.)
- Multi-state licensing across the Southeast
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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